Amitava Mandal PMP, CSM
Toronto, ON, M4J 1B3
647-***-**** * ad24bh@r.postjobfree.com
Ambitious, results-focused Management Consultant with more than 18 years of leadership experience defining solutions for complex projects with an emphasis on risk assessments, system optimization, market performance, technological enhancements/transformations, enterprise-wide digitization/digital, Enterprise Risk and Capital Market. Adept at sourcing, developing, supervising, and mentoring exceptional professional teams focused on cost-effective performance, quality, efficiency, and customer experience.
Program Management/Agile
Scrum/Sprint Planning/Jira
Integrated Program Plans
Risk Assessments
Process Improvement/COE Set up
Full Life Cycle Management
Budgeting & Cost Analysis
Process Improvements
Market Research & Intelligence
Change Management
Capital Market & Enterprise Risk
SAS, AML & Digitization/Loyalty
Calypso, Murex
Automation Framework
Vendor & Stakeholder Relations
BUSINESS EXPERTISE
Experience with Client Onboarding/Goal Planning/End-to-End Digitization including E-Forms, E-Signatures
Extensive experience in the financial sector such as Capital Market (Interest Rates, Credit Rate, Equities, Fixed Incomes, Derivatives, Collateral, Brokerage), Enterprise Risk Management (Market Risk, Credit Risk, Operations Risk), Regulatory Compliance (OSFI, US Fed Reserve, BCBS, AML FINTRAC, Dodd Frank), Retail Banking, Wealth Management, Payment and Insurance sector.
Applications exposure include; Market Risk Incremental VaR, Stress/Back testing, Credit Risk, Cross-Asset Front to Back applications (Trading, Back Office processing, Payments, Accounting and Hedge Accounting) - Calypso, Murex; AML/Fraud, Fineos.
Experience with cutting edge Brokerage solutions for clients, advisors, branches and head office.
Responsible for setting up Program/Testing/Release Management COE for Tier 1 financial institution, transformation services, outsourcing
Proposal preparation and communications in the selling of solutions to secure business contracts.
Project/task/resource planning, organizing and prioritizing to optimize results and manage testing from concept to completion with remarkable deadline sensitivity.
Technical Proficiencies Include:
PROJECT MGT TOOLS
Microsoft Project, Clarity, JIRA (with project management add ons)
DATA BASES/LANGUAGES
MSSQL, DB2, MySQL, MS Access, Oracle, Netezza, SAS, Java, VBA, Python
BUG TRACKING TOOLS
Advanced JIRA, HP Quality Center/ALM, IBM Clearquest, QA Director, Zephyr
BUILD/RELEASE
Continuous Integration (Atlassian Family- Confluence, Crucible), Stash, Teamcity, Jenkins, GitHub, CaliberRM, WinCVS, Dynatrace
PROFESSIONAL EXPERIENCE
SR PROJECT MANAGER- CIBC May/2021- Jan/2024
End to end delivery for Alerts program, disclosures, AI bot and Digital Chat programs
Defined project expenses, financial/statistical data analyses, resource levels, release coordination, scrum management, risk/escalation, and daily leadership update
Managed vendor delivery, regulatory team for Bill C86
Managed all upstream and downstream applications related to Bill C86 and related deliveries
Partnered internally and externally to discover opportunities for enhancement of the customer experience, operational efficiencies, and cost-efficient operations.
PROJECT MANAGER – COOPERATORS, GUELPH Apr/2020- May/2021
Program Management for Coop’s Digital Transformation program
Organized daily scrum meeting/defect triage.
Managed Scrum based Development/release and testing with product team and clients
Chaired Bi-weekly Executive meetings for program
Ensured adequate performance tuning, security testing
PROJECT MANAGER – CIBC, Toronto Mar/2019- Apr/2020
Program delivery for CIBC’s Digital Goal Planning Program (Wealth)
Manage LOB related Program delivery for Vendor tool- Voyant and WalkMe.
Program Status reporting in Executive Steering Committees, escalation/change management for WalkMe, Voyant/Digital Goal Planning working group, business stakeholder
Onboarded Vendor WalkMe (Advanced AI) for CIBC Enterprise
Generated documentation for adequate reporting, oversight, and test coverage
PROJECT MANAGER – PCChoice Financial Digitization Aug/2016- Feb/2019
Toronto
Responsible for managing End-to-End Digital Delivery/Releases
Manage developments, requirements, Testing, and Releases for End to End Master Card/Loyalty Transformation program
Ensure effective communication and reporting with Steering Committees, Management, Executive, staff and other functional groups for all projects, programs and lines of business
Responsible for all reporting, managing & tracking all IT and business related issues for the projects within the program; including escalation and resolution
Managed set up Big Data platform/Data Analytics
Efficiently and effectively communicate and implement changes
Refining agile approach for adoption in the future phases
PROJECT MANAGER Mar/2016- Jan/2019
Lightpoint Technologies, NY
Responsible for Managing Lightpoint Technologies Tactical and Strategic End to End Capital Market/Risk Platform
Manage regulatory developments, methodology changes, and clarifications
Coordinator Operational portions of the Collateral Optimization Initiative. Impacts/Implications for TOM.
Work on internal technology enhancements and counter proposals
Coordinate proposals for various clients
Managed Back Office workflow (Trade, Confirmation, Settlements, Accounting/Hedge Accounting) configuration/delivery
Coordinating Market risk workflow tailoring for regulatory including Back Test, P&L attribution test, market data
management
Responsible for ensuring regulatory commitments were met, and responsible all documentation, reporting, managing and tracking all Development, BA and QA related issues for the program; including escalation and resolution
PROJECT MANAGER Feb/2016- Aug/2016
Bank of Montreal, Toronto
Onboarding and Digitization Program
Steered performance of expert project team to effectively advance Onboarding and Digitization program.
Championed Needs Navigator, Tablet deployments, Eforms/ESignature digital projects
Coordinate/manage Overall Digital implementation
Defined project expenses, financial/statistical data analyses, resource levels, release coordination, scrum management, risk/escalation, and daily leadership update
Partnered internally and externally to discover opportunities for enhancement of the customer experience, operational efficiencies, and cost-efficient operations.
PROJECT MANAGER March/2015- Feb/2016
Investors Group/Mackenzie Investments, Toronto/Winnipeg
Managed a dedicated, skilled team for Investors Group/Mackenzie Investments
Responsible for managing Fusion Program team from post development to implementation
Ensured optimal performance of Fusion Program Team through R-Broker system integration, which encompassed third-party vendor support from Broadridge, Fidessa, Charles River, Fundserv, National Bank, Cannex, St Joseph, and Pathway.
Organized daily scrum sessions (JIRA Agile/Sprint dashboard), business communications, preventive maintenance, Datawarehouse extraction/validation
Determined resource allocation, billing, effort estimation, timesheet creation, application development, batching, defect management, vendor management, release closure reporting, change requests, and regulatory compliance
Formulated technology solutions for products, services, and management information in support of long-term business partnerships.
Effective end-to-end Project Management includes Application Development, Batch process, Test/Implementation
Approach, estimation, resource, defect management, Vendor management, Release closure reports
MANAGING DIRECTOR (TECH HEAD) 2013- 2015
Bank of Montreal, Toronto
Capital Market/Enterprise Risk Technologies
Sourced and mentored high-skilled and efficient Project Team in advancement of BMO Capital Market and Risk Technologies (Various Projects) in direct report to CIO.
Defined approach/coverage/Risk Based End-to-End release for Market Risk (VaR, Back Test, Stress Test, calibration etc.), Counterparty Credit Risk, Credit Risk Common Data Model
Apply effective Management for NVaR production releases, business client and regulatory reporting for Canadian OSFI and the US Federal Reserve
Accountable for comprehending and reporting to the program management team from a timeline, cost and risk perspective, the testing impact of scope changes/PCRs. Resource allocation, budget- clarity tool.
Ensure effective communication and reporting with Steering Committees, Management, Executive, staff and other
functional groups for all projects, programs and lines of business
Managed implementation for CRDR (Credit Risk Data and Repository) with Composite (Data Virtualization)
Managed BMO’s CVA calculation overall audit process (OSFI, KPMG and BMO Internal)
Managed Prototype development that produces Benchmark for VaR/Back Test
Developed and participated review the OSFI documentation required for the program
Implemented DAC (Data Automation Composer- In house tool development for real time end-to-end data quality validation) for VaR, Back Test data validation and reduced Test cycle execution time,
Setup release management team, and implement Continuous Integration for Market Risk, and Credit Risk technologies.
Implemented BMO hosted JIRA and effective use of JIRA in Agile/Task/Defect dashboard/business communications.
MANAGEMENT CONSULTANT 2010-2013
BMO Capital Market, Toronto
Calypso Implementation
Drive Calypso Implementation FP Consolidation program initiatives with emphasis on end-to-end Agile Release/Test Management, BO framework, Unit Testing, SIT, UAT, binary releases, Interface Testing, as well as Heat map and plan strategies.
Forecasted project phases, defined product framework, determined legal entities, and confirmed location coverage.
Generated documentation for adequate reporting, oversight, and IT monitoring.
Cultivated relationships within development, QA, environment, and external business partner teams.
Responsible for documentation, reporting, managing & tracking all IT and business-related issues for the projects; including escalation and resolution
Designed framework for Trade Capture, Trade Events, Workflow, Confirmations, and Settlements/Payments.
Asset to program testing coordination, sign offs, and governmental compliance.
Designed framework for Trade Capture, Trade Events, Workflow (Trade, Confirmations, Settlements/Payments).
Managed UAT/Production Parallel Execution, Supported Operation/User Team for the Back-Office processes/Testing/Training
Provided framework for the products (Swap, Swaption, Cap/Floor, Single Swap Leg, Futures, Fx-Option, Cross-
Currency swap, Cancellable cross Currency, Fixed Income OTC Bond option, Fx products, etc.), legal entities, and location wise functional coverage.
Framework coverage for all aspects of the IRD business, including operations (confirmations, settlements, payments,
funding, reporting), middle office (trading risk, market risk, credit risk, PnL) and front office (trade entry, basic
modelling).
Collateral and Margin requirements both cleared and OTC. Impacts to firm capital reporting and Basel III impacts
PROJECT MANAGER
TD Securities Wholesale Banking
Strategic initiative Program
Spearheaded project team in optimizing the Strategic Initiative program, which focused on complete interface implementations, data migration, Wire-Payment upgrades, and STP workflow adoption. Facilitated daily status meetings, data transfers across multiple common dimensions and from multiple sources. Administered non-deterministic testing to advance reconciliation exception management, employ workflows, conduct FOBO recon, and ensure Fiserv integration.
Key Contributions:
Provided End-to-End Coordination/management for the data migration for Murex, Calypso, DSTS, FIS, Bloomberg, Summit, WSS.
Confirmation and Settlements (Calypso). Demonstrated execution effort for Complex M3 project (Monitor key risk/control measures and increases management’s ownership) where trading data across multiple common dimensions and from multiple sources are hitting a single cognos tool
Managed non-deterministic testing for Reconciliation structured exception management project that introduce workflow across exception/break management processes, FOBO recon, Fiserv integration
Managed Wire-Payments project- Message gateway capability was upgraded, enabled STP process/workflow logic for the existing wire payment system
PROJECT MANAGER 2009-2010
SAP, Toronto, ON
Coached highly functional, productive, and adaptable Development/Release/QA teams to maximize software products in a test-driven environment. Operated as Project Manager/Scrum Master to execute Product Automation targets with infrastructure coordination, artefact development, financial control, status updates, as well as all Marketing Requirement Document (MRD) and Technical Design Document (TDD) review sessions.
Key Contributions:
Clientele includes AXA, ING, AIG, and Markel.
Retrieved release test beds into a predictable reflection of live service
Aligned system designs with architectural guidelines and business goals. Teamed with the product owner to maintain backlog.
Improved PMO/processes with progressive development of the PMF, SDLC, and Agile methodologies.
OTHER RELEVANT EXPERIENCES
Project Manager/ Royal Bank of Canada, Toronto, ON 2005-2009
Facilitated eBA, Capital Market, Anti-Money Laundering System (AMLS)/Frauds
Project 1: Murex upgrade
Project 2: Enterprise Application-AML/Private Counsel and Trust Conversion to RBC Wealth Management platform
Project 3: eBusiness Architecture (eBA)-Retail Banking
Project 4: NEXUS-Claims Administration/ oversee project for RBC-Insurance, IBM-Canada, Microsoft-Canada, Fineos-Ireland
Additional experience as Project Lead/Manager SAS Global Services (2004-2005); Consultant/ SmartStream Technologies (2002-2004); Consultant/ Lindt & Sprungli Inc. (2001-2002); and Software Consultant/ ILI Technologies (2000-2001).
Education & Certifications
Bachelor of Engineering – Specialization in Electronics, 2000
Shivaji University, India
PMP • Certified Agile Scrum Master • Certified Financial Risk Engineer
SAS • Derivative • Calypso/Murex • IBM Certified E@Business Application
KEY CONTRIBUTIONS
« Setup key release processes between vendors for smooth dev/testing coverage
« Coordinated/initiated back-end development/validation mapping
KEY CONTRIBUTIONS
« Hybrid delivery model between program and vendor’s agile approach
«Advanced AI platform embed into Digital Planning
KEY CONTRIBUTIONS
« Re-engineer the planning, building and running of the Program
« Successful delivery for Digital Platform President Choice Master Card- Web, Mobile
KEY CONTRIBUTIONS
« Defining One risk engine for Capital Stabilization, in-memory aggregation technology enhancement, component-based framework, Build Data Aggregation, Pricing Library
KEY CONTRIBUTIONS
« Strategy for key issues impacting effectiveness in the form of both project and short cycle quick wins
« Effective strategy to overcome digitization performance/Operability testing challenges
KEY CONTRIBUTIONS
« Implemented cost effective business Scenario based implementation Approach for brokerage solution RBroker and Investors Group
« Timely delivered each release with maximum coverage
KEY CONTRIBUTIONS
« Implemented unique business Data Validation Tool for Market Risk Next Generation program
« End-to-End Release/program Management for MRNG (Market Risk Next generation), Credit Risk Data and Reporting program, Counterparty Credit Risk, Ops risk, Structural Management risk
KEY CONTRIBUTIONS
« Implemented End-to-End (FO, MO, BO, Interfaces), and solutions for packaged application on agile approach
« Played a key role in the coordination of all planning, execution and reporting for program testing activities, Framework design and offered end-to-end testing for Trade, Settlements process, Accounting and Hedge Accounting (Cashflow and Fairvalue)